Retirement Plan Prospector

Retirement Plan Prospector empowers you to:

Focus on the Right Leads

Target and prioritize leads with Red Flags and other prospect strength indicators.

Win New Business

Impress plan decision-makers with Plan Score Cards and customized analyses that prepare you to propose solutions for your prospective clients from the very first meeting.

Implement Proven Strategies

We’ve embedded best practices into every aspect of Prospector, from the key facts and figures we’ve highlighted to the Recommended Prospects and graphic-rich Report Builder. Let us guide your business to winning prospects.

Easy and Powerful Prospecting Tools

Red Flags

Identify plans that might be dissatisfied with their current retirement programs with more than a dozen Red Flags, including: